WA

WFG Advisors Portfolio holdings

AUM $442M
1-Year Est. Return 12.46%
This Quarter Est. Return
1 Year Est. Return
+12.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$646M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,399
New
Increased
Reduced
Closed

Top Buys

1 +$5.04M
2 +$4.55M
3 +$3.07M
4
SH icon
ProShares Short S&P500
SH
+$1.67M
5
XOM icon
Exxon Mobil
XOM
+$1.51M

Sector Composition

1 Energy 14.9%
2 Consumer Staples 9.6%
3 Financials 5.64%
4 Utilities 5.28%
5 Industrials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
$6K ﹤0.01%
185
1677
$6K ﹤0.01%
200
-100
1678
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760
+5
1679
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1681
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250
1682
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164
1683
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76
1684
$6K ﹤0.01%
3,029
+26
1685
$6K ﹤0.01%
123
1686
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250
1687
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700
1688
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1689
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83
+1
1690
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100
1691
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1692
$6K ﹤0.01%
300
-9,850
1693
$6K ﹤0.01%
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1694
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750
1695
$6K ﹤0.01%
304
1696
$6K ﹤0.01%
243
+200
1697
$6K ﹤0.01%
712
1698
$6K ﹤0.01%
6,000
1699
$6K ﹤0.01%
460
1700
$6K ﹤0.01%
792
+10